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Wisdomtree Tr 90/60 balnced shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Wisdomtree Tr 90/60 balnced

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr 90/60 balnced held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.8k 116 59.05

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Steward Partners Investment Advisory

Top funds holding Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
CWM
Wealthcare Advisory Partners
Huntington Asset Advisors
Resources Investment Advisors
Cetera Investment Advisers
Professional Financial Advisors
46 Peaks
LPL Financial
Wealth Enhancement Advisory Services
AQR Capital Management
WJ Interests
Perennial Investment Advisors
Bnp Paribas Arbitrage, Snc
Kestra Advisory Services

View all funds holding Wisdomtree Tr 90/60 balnced